Citrix ShareFile Integrations

Once everyone signs off on your documents, it's time to get to work, not shuffle paperwork. Leave that to Zapier. Activate this automation, and we'll capture each newly completely RightSignature document, uploading it to the appropriate location on Sharefile while you dig in.

How this RightSignature-Sharefile integration works

1. A new document is completed on RightSignature—usually because it's signed by all parties.
2. Zapier automatically uploads it to Sharefile

Apps involved

• RightSignature
• Sharefile

Do your ShareFile folders correspond with Slack channels? With Zapier you can automatically receive notifications in Slack when a new ShareFile file is added: Activate this automation, and we'll do the rest. Collaborate and communicate on files quickly and easily using Zapier automation.

How This ShareFile-Slack Integration Works

1. A new file is added to your ShareFile folder
2. Zapier notifies you in Slack

Apps Involved

• ShareFile
• Slack

You use one file hosting app, and someone you need to collaborate with uses another. Sound like a nightmare of duplicating work day in and day out? Not with a little help from Zapier! Let an automation do all of the work for you, and collaborate seamlessly without any manual work at all.

Note: Supported Google Drive formats such as excel, word and powerpoint, can be converted to Google Docs format upon upload.

How It Works

1. A new file is uploaded to ShareFile
2. Zapier copies that file to Google Drive

What You Need

• ShareFile account
• Google Drive account

If you and your team use different file sharing apps, you'll still want them to work together, otherwise everyone might not have exactly what they need. Use Zapier to connect all of your file apps together, and always be on the same page with the rest of your team.

How this Citrix ShareFile-Dropbox integration works

1. You upload a new file to Citrix ShareFile
2. Zapier sends the file to Dropbox

Apps involved

• Citrix ShareFile
• Dropbox

Wish you could save your most important project or customer emails with the rest of your files? Zapier can take care of that for you, and give you an easy way to organize and archive your emails without having to manually move them.

Note: This automation creates a plain text file of the email itself, it does not upload any email attachments to ShareFile.

How It Works

1. A new email arrives to your Office 365 inbox or folder
2. Zapier uploads that email to ShareFile

What You Need

• Office 365 account
• ShareFile account

You've captured a new lead in your CRM, which is great! Keep all of your other apps aligned with that new opportunity through the help of Zapier. Automate the creation of items such as new folders in your cloud storage system, and keep all new opportunities streamlined and organized.

How It Works

1. A new Salesforce lead is created
2. Zapier creates a folder in ShareFile

What You Need

• Salesforce account
• ShareFile account

Tired of manually moving files from one cloud storage to another? Once this automation is active, Zapier will watch for new ShareFile files and automatically upload them to your OneDrive account. Save time organizing and archiving your files without having to manually move them.

How It Works

1. A new file is uploaded or saved to ShareFile
2. Zapier automatically copies that file to OneDrive

What You Need

• ShareFile account
• OneDrive account

One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!

How It Works

1. You have a new matter in Clio
2. Zapier creates a new folder in Citrix ShareFile

What You Need

• Clio account
• Citrix ShareFile account

If you use one file sharing app, and someone you are collaborating with uses another, you know how tedious it can be to exchange files back and forth. Zapier can help you there, connecting the two together for seamless file transfers. The days of stressing about who has what and where are over!

How It Works

1. A new file is uploaded to OneDrive
2. Zapier automatically copies that file to ShareFile

What You Need

• OneDrive account
• ShareFile account

Archiving email attachments and saving files from email to ShareFile just got easier with Zapier. Once this integration is active, you can cc a custom Zapier email address to have all attachments added to ShareFile automatically, every time. Save time searching and organizing files by having them exactly where you need them, in ShareFile.

How It Works

1. Send an email with attachments to your Zapier email address
2. Zapier automatically adds those files to ShareFile

What You Need

• Zapier email account
• ShareFile account

Your accounting software most like has very valuable customer data in it, information that would be useful in other apps you use. But why duplicate effort across apps? Let Zapier help you connect everything together, and eliminate the need for the manual work!

How It Works

1. A new customer is added to QuickBooks Online
2. Zapier creates a new client user in ShareFile

What You Need

• QuickBooks Online account
• ShareFile account

Your time is valuable, and spending it to duplicate effort across different apps you use can waste plenty of it. Let Zapier help you save new Office 365 contacts to ShareFile as new client users, giving you an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors.

How It Works

1. A new contact is created in Office 365
2. Zapier adds that contact to ShareFile as a new client user

What You Need

• Office 365 account
• ShareFile account

Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.

How It Works

1. A new contact is created in Clio
2. Zapier automatically adds that contact to ShareFile as a new client user

What You Need

• Clio account
• ShareFile account

Looking for a better way to organize your files and share tasks with matter collaborators? Set up this automation, and whenever a new file is uploaded on ShareFile, Zapier will automatically create a task on Clio for you or anyone else to review it when ready.

How It Works

1. A new file is uploaded to ShareFile
2. Zapier automatically creates a task in Clio

What You Need

• ShareFile account
• Clio account

Need to have new clients sign an NDA or other documents before accessing information? Send a RightSignature template for signature when you add a new Citrix ShareFile client using Zapier’s integration with RightSignature and ShareFile. Save time as Zapier watches for new ShareFile clients and automatically sends them a RightSignature template for signature.

How this Citrix Sharefile-RightSignature integration works

1. Add a new client to ShareFile
2. Zapier automatically sends the client a RightSignature template to sign

Apps involved

• ShareFile
• RightSignature

Whether part of the company uses ShareFile, or you are migrating to Image Relay, you need an easy way to save all your digital assets centrally for re-use later. This Zapier integration will do that. Set up this integration, and every new file uploaded to ShareFile will automatically be added to Image Relay as well.

How this ShareFile-Image Relay integration works

1. A file is uploaded to a designated folder in ShareFile
2. The new file image is imported to a designated folder in Image Relay

Apps involved

• ShareFile
• Image Relay

Working away from the office or tend to forget printouts for meetings? Set up this Zapier automation to get covered: Save a new file to a ShareFile folder and Zapier will automatically print the file out using Google Cloud Print. Never forget an important document again.

How This ShareFile-Google Cloud Print Integration Works

1. A new file is added to a ShareFile folder
2. Zapier prints the file through Google Cloud Print

Apps Involved

• ShareFile
• Google Cloud Print

Get custom email notifications for new files, and you'll never miss a single one. After you set up this automation, Zapier will watch for new files on ShareFile and send out an email using Gmail when one is detected. Customize the email to stay notified or alert the right parties of the documents and information they need.

How This ShareFile-Gmail Integration Works

1. A new file is created in ShareFile
2. Zapier automatically sends an email with the download link from Gmail

Apps Involved

• ShareFile
• Gmail

Have access to more than one ShareFile account? Or a need your files in multiple locations? Use Zapier’s automation with ShareFile to seamlessly copy files to the folders and accounts you need them in. Zapier’s integration takes away the manual labor of copying and moving files, freeing up time to get more work done.

How This ShareFile Integration Works

1. A new file is added to a ShareFile folder
2. Zapier copies that file to another ShareFile folder or account

Apps Involved

• ShareFile

All your new clients are going to need a place to store contracts and other files, but that doesn't mean you have to put them together yourself. Activate this integration and Zapier will create new folders on ShareFile whenever a new client is added on Freshbooks. It's an easy way to organize your clients without having to manually do so.

How This ShareFile-Freshbooks Integration Works

1. Create a client in Freshbooks
2. Zapier automatically creates a new folder in ShareFile

Apps Involved

• Freshbooks
• ShareFile